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Dropbox10-K: Supplier concentration

Utilizes Amazon Web Services (AWS) for a portion of storage needs and service delivery.

What happened

Although over 90% of user data is on custom infrastructure, Dropbox relies on AWS for the remainder of its storage and to help deliver services globally.

Source

SEC EDGARFeb 20, 2026

Annual report (Form 10-K)

Dropbox 10-K for FY2025

Filing excerpt

More than 90% of our users’ data is stored on our own custom-built infrastructure... We also utilize Amazon Web Services ("AWS") for the remainder of our users’ storage needs and to help deliver our services.

sec.gov/Archives/edgar/data/1467623/000146762326000008/dbx-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 20, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Percent
90% (of user data stored on custom-built infrastructure)

Details

CIK
1467623
Accession number
0001467623-26-000008
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Topics and mentions

Technologies

  • cloud

Vendors

  • Amazon Web Services

Competitors

  • Amazon

Regions named

  • United States
  • Australia
  • Europe
  • Japan

Extraction

Confidence
High
Relevance
70%
Sentiment
Neutral
Detected
Feb 24, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/6fb797fd-ed4d-41e6-a339-54bb4ec39382 returns this record as JSON. POST /v1/companies/enrich returns every signal for dropbox.com.

{
  "signal_id": "6fb797fd-ed4d-41e6-a339-54bb4ec39382",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-02-24T09:37:42.348+00:00",
  "company": {
    "name": "Dropbox",
    "domain": "dropbox.com"
  },
  "data": {
    "detail": "Although over 90% of user data is on custom infrastructure, Dropbox relies on AWS for the remainder of its storage and to help deliver services globally. This creates a strategic dependency on a key third-party vendor for critical infrastructure and operations.",
    "metrics": {
      "pct": 0.9,
      "pct_context": "of user data stored on custom-built infrastructure"
    },
    "summary": "Utilizes Amazon Web Services (AWS) for a portion of storage needs and service delivery.",
    "excerpts": "More than 90% of our users’ data is stored on our own custom-built infrastructure... We also utilize Amazon Web Services (\"AWS\") for the remainder of our users’ storage needs and to help deliver our services.",
    "relevance": 0.7,
    "sentiment": "neutral",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1467623/000146762326000008/dbx-20251231.htm",
    "filing_date": "2026-02-20",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market",
    "regions_mentioned": [
      "United States",
      "Australia",
      "Europe",
      "Japan"
    ],
    "vendors_mentioned": [
      "Amazon Web Services"
    ],
    "competitors_mentioned": [
      "Amazon"
    ],
    "technologies_mentioned": [
      "cloud"
    ]
  }
}

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